Happy New Year!

We wish our clients, partners, and friends a wonderful New Year!
We appreciate your partnership and trust this past year, and we are excited to see what this year will bring.

*Multnomah Group has been included on PLANADVISER's "Top Retirement Plan Advisers" list 2014-2022. It is an annual listing of the retirement plan advisors that standout in the industry in terms of a series of quantitative measures. Multnomah Group had five advisors included on the list in 2022 (Hailey Fields, Erik Daley, Breion Rollins, David Williams, Brian Montanez). To learn more about the qualifications for the recognition, including a full listing of award recipients go to: https://www.planadviser.com/awards/2022-top-retirement-plan-advisers/?type=list&category=ALL

**Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies. For a complete list of the 2022 Pensions & Investments Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2022.


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